Testimonials page

Julie, Surrey, - since

I was recommended to Aaron by a friend as I wanted some advice about my future investments and pension. At my first meeting with Aaron I knew I was in safe hands.

I am not particularly well minded with finances and Aaron’s advice and guidance was just perfect. He explained all the areas I wasn’t so good with.

I now feel totally happy knowing my finances are being looked after by Aaron and it alleviates the worry of me having to make decisions I am not confident of. I have no hesitation in recommending Aaron’s services.

Steve, Kent, - since

As a financial director of an international media network, I was originally unclear on why I needed a financial adviser for my pension. The truth is, managing a pension investment portfolio is a very specialised role that even the most accomplished financial people have neither the time, experience or awareness of opportunities and associated legislation to do it well.

I first started working with Aaron back in 2008 and have always found him to be exceedingly responsive on any questions I may have, very proactive in making alterations to my investments as required, very knowledgeable and simply a pleasure to work with. In addition, he is well connected outside his direct area of specialisation and can introduce you to other specialists that may be important to you and will brief you on the important issues to discuss with them.

 

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